Tesla(US:TSLA) Benzinga·2026-01-29 05:55Core Insights - Tesla Inc. has disclosed the total number of active Full Self-Driving (FSD) subscriptions, reporting 1.1 million active subscribers globally during its fourth-quarter earnings call [2]. Group 1: FSD Subscriptions - The company reported 1.1 million active FSD subscribers, with over 70% of these being upfront purchases [2]. - Tesla is transitioning to a subscription-only model for FSD starting next month, which is expected to impact automotive margins [2]. - The subscription is priced at $99 per month, with an upfront payment option of $8,000 available until February 14 of this year [2]. Group 2: Future Projections and Investments - The transition to a subscription model could help Tesla achieve its goal of reaching 10 million active subscriptions, a milestone linked to CEO Elon Musk's compensation package [2]. - Tesla announced a $2 billion investment in Musk's artificial intelligence company, xAI, with the deal expected to finalize in the first quarter of 2026, pending regulatory approval [3]. - Tesla's stock price increased by 2.01% to $440.13 during overnight trading following the earnings call [3].